Analysts and investors are congratulating one another for Amazon’s blown out second quarter earnings which sends its post-market shares up by a massive 14%. But is it really that good? Let’s first recap on what we remember in the first quarter results announced a couple of months ago – with summary appended below. You can…
Category: Stock Analysis
Netflix Inc. Jumped 7.8% Post Market After Announcing Q2 FY22/23 Earnings. Is That Too Good To Be True?
What is the lesser of the two evils – posting a slower growth or losing lesser subscribers? Apparently, the market thinks the latter is better as post-market share price jumps after Netflix announces that it has lost lesser subscribers than what it had originally anticipated. “Again, we’re talking about losing 1 million [subscribers] instead of…
Digital Core REIT (SGX: DCRU) Has Crashed 33% Since Hitting The Peak Just Months Ago. Is It Time To Accumulate or Run?
Digital Core REIT (SGX: DCRU) has undergone a pretty rough patch in the past few months. Since hitting the peak back in March at a price of $1.16, the share price has gone one way down languishing below the IPO price at $0.77. This means everyone who’s bought into this REIT are staring at a…
3 Key Metrics That Are Critical To Being A Successful SaaS Company
Software as a service (SaaS) companies are among one of the fastest growing segments in the world in the past two years due to the rapid adoption since the pandemic. Based on a subscription model and being centrally located on a remote cloud network, it is becoming the go to platforms for many organizations due…
Are Prices of Luxury Watches Finally Falling?
Pent-up demand for luxury watches have never been higher since the era of Covid-19. Easy monetary policies globally combined with the relentless rising cost of goods material and inflation have spiked up demand for luxury watches around the world. According to a research study, Rolex brand accounts for one-quarter of the entire Swiss watch industry’s…
Frasers Hospitality Trust (FHT) Privatised at $0.70. Is It A Fair Deal?
More delisting are on the way to our precious REITs arena as the latest news that Fraser Hospitality Trust (“FHT”) will be privatized after a strategic review comes in to decide to delist the REIT. The Scheme Consideration of $0.70 in cash per scheme stapled security represents: 1.) a premium of 43.8% and 16.7% over…
Alibaba Group Holding Ltd (NYSE: Baba) – Have You Still Got Any Wool Left + Free Cash Flow and Updated Intrinsic Valuation
It’s been a while since I last wrote an article on Alibaba even though it remained one of my highest conviction positions to date with it alone taking up 27% of my entire portfolio. Alibaba Group Holding Ltd (NYSE: Baba) reported Q4 and full year earnings recently which closed off what for them as one…
Hyphens Pharma International Ltd (SGX: 1J5) – Unlocking Value Play at 60% Potential Upside
Hyphens Pharma International Ltd (SGX: 1J5) – is a specialty pharmaceutical and consumer healthcare company with a diversified ASEAN footprint. It markets and sells a range of specialty pharmaceutical products in key ASEAN countries through exclusive distributorship or licensing agreements with brand principals mainly from Europe and United States. It also develops, markets, and sells its…
Property Guru (NYSE: PGRU) – Q1 2022 Earnings Review. How Has This Company Fared Since Going Public?
I am pretty sure Property Guru (NYSE: PGRU) needs no further introduction in our local SEA context as most of us would be familiar with the company and how it operates. For some who are not aware, Property Guru began trading on 18th March 2022 this year, raising gross proceeds of approximately USD 254m after…
JD Inc. Shares Rise After Earnings, Free Cash Flow & Valuations After Thoughts
JD.com (Nasdaq: JD) shares ended up in positive green territory after announcing its Q1 FY22 results last night which appear to exceed analysts’ expectations. Expectations surrounding many of the Chinese companies were low after the last round of earnings as China continues to tackle the ongoing issues of Covid-19 which dampens the overall spending of…